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Integrated Wealth Concepts’s MGIC Investment MTG Stock Holding History

Integrated Wealth Concepts’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Sell
8,466
-11,917
-58% -$318K ﹤0.01% 2128
2026
Q1 		$535K Buy
20,383
+934
+5% +$25K ﹤0.01% 1502
2025
Q4 		$568K Buy
19,449
+5,118
+36% +$144K 0.01% 1030
2025
Q3 		$407K Buy
14,331
+2,887
+25% +$78.7K ﹤0.01% 1461
2025
Q2 		$319K Buy
+11,444
New +$294K ﹤0.01% 1516

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Integrated Wealth Concepts's MTG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its MGIC Investment (MTG) stake by 58% in Q2 2026, selling an estimated $318K and leaving 8,466 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Integrated Wealth Concepts first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $568K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Integrated Wealth Concepts held 8,466 shares of MGIC Investment worth $239K as of Q2 2026.
  • Integrated Wealth Concepts sold 11,917 MGIC Investment shares in Q2 2026, an estimated $318K.
  • MGIC Investment made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2128 holding.
  • Integrated Wealth Concepts first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's MGIC Investment position peaked at $568K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.